See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,612 | $74,888-17.7% | $71,209-13.5% | $142,382-56.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 21.96% | 345.14%-323.2pp | 282.51%-260.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $5,051 | $2,854+76.9% | $2,721+85.6% | $4,299+17.5% |
| Participant deferral / active EE | $10,848 | $4,454+143.5% | $4,175+159.8% | $6,507+66.7% |
| Admin fee / account holder | $560 | $5,568-90.0% | $5,349-89.5% | $12,624-95.6% |